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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,850 | $152,612-1.8% | $125,192+19.7% | $152,897-2.0% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 5.05% | 54.85%-49.8pp | 43.79%-38.7pp | 345.43%-340.4pp |
| Employer contribution / active EE | $5,385 | $4,947+8.8% | $3,866+39.3% | $4,764+13.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $210 | $13,437-98.4% | $9,704-97.8% | $11,599-98.2% |